Archives: Case Studies

Background

Digital Marketing Advantage (DMA) is a full-service digital agency helping businesses scale with SEO, PPC, and paid media that’s only been around for a year. Having previously scaled and sold an agency, Clayton outbound lead generation works, however, finding a partner that could execute it effectively had been a major challenge.

DMA was relying on inbound, a mix of in-house lead generation and working with multiple outbound agencies. Despite trying five different agencies, none could deliver consistent results that Clayton looked for to scale.

Challenges:

1. AI-Powered Targeting & Trigger-Based Lead Lists
   • Built a custom lead list focused on high-intent prospects—businesses actively hiring, running ads, or scaling operations.
   • Used AI-powered data signals to target CMOs, CEOs & decision-makers ready to buy.
2. Multi-Channel Outreach: Cold Email + SMS
   • Launched a high-volume email campaign (400-500 emails/day) to drive maximum visibility.
   • Implemented SMS follow-ups to engage decision-makers outside of email.
3. Offer Optimization & Sales Positioning
   • Reworked DMA’s outbound messaging to focus on problem-solving, not just services.
   • Created multiple A/B tested angles to refine the best-performing outreach scripts.
4. Hands-Off Lead Generation & Inbox Management
   • Managed everything from outreach to appointment setting—DMA only had to show up and close.
   • Dedicated inbox management team recovered no-shows & rescheduled missed meetings.
5. Rapid Iteration & Optimization
   • Weekly campaign reviews to double down on what’s working.
   • Adjusted targeting, copy, and sending strategy based on real-time market response.

Background

Untapped Labs is a content agency specializing in creator-driven content for TikTok Shop, Meta Ads, influencer marketing, and UGC campaigns. With a network of 1,000+ vetted influencers and experience managing over $15M in ad spend, they help brands scale through high-quality, conversion-focused content. They’ve been recently funded and looking to scale predictably with quality leads.

Challenges

For years, their business relied on word-of-mouth and inbound marketing, which led to inconsistent deal flow. While they had engaged another lead generation agency in the past, the results were underwhelming due to low outreach volume and slow execution. Additionally, SMS outreach was completely untapped, leaving a significant opportunity on the table.

With the need for faster, high-quality lead generation, Untapped Labs sought a partner who could hit the ground running and fill their calendar fast.

Approach

We built a high-volume email and SMS outreach system that was fully operational within five days of onboarding. This allowed us to scale outreach quickly, sending 300-500 SMS and 600-800 emails per day, ensuring maximum visibility for Untapped Labs.

To shorten the sales cycle, we leveraged their existing case studies and targeted lookalike companies that had already shown demand for their services. Using AI-driven lead triggers, we identified businesses with no TikTok presence but actively running Facebook ads, signaling a clear opportunity for creator content.

We further refined our strategy by researching high-volume industries performing well on TikTok, crafting a compelling offer that made Untapped Labs an obvious choice. This offer was aggressively pushed through 10,000-15,000 email and SMS touchpoints per month, generating immediate traction. Within just a few days, they secured their first meeting, and from there, we maintained a steady pace of five booked meetings per week.

Background

Firecracker PR is a well-renowned PR agency that has been in business for 20 years, consistently ranked among the top PR firms on Clutch. They specialize in public relations, content creation, and SEO, helping fast-growing tech companies gain media exposure and land features in major publications.

Despite their industry reputation, lead generation had been a challenge. They had relied on inbound channels like SEO and referrals, but changes in Google’s algorithm made inbound leads inconsistent. They needed a more predictable and scalable system to drive qualified sales calls and maintain steady revenue growth.

Challenges

Since they’re a well-known & established agency, they’ve been relying heavily on inbound leads (SEO, word of mouth). However, when Google’s algorithm changed, their inbound leads dried up. They knew outbound was the solution and hired another lead generation agency for 4-6 months.

Unfortunately, the previous agency:

• Generated calls, but they weren’t qualified
• Targeted companies with smaller budgets

“We wasted a lot of time and money. They just weren’t generating qualified sales calls.” – As Edward mentions on the interview above

Approach

1. Multi-Channel Email & SMS Outreach: we built a high-volume outreach system combining email and SMS to engage decision-makers with personalized messaging at scale.
2. AI-Driven Lead Pre-Qualification: we used AI to filter high-intent companies to go for companies that can afford Edward’s fee of $8-$12,000/month, targeting:
   • Recently funded startups (Series A and above)
   • Tech companies actively scaling their marketing efforts
   • Businesses already investing in PR services
3. Direct C-Suite Targeting: we bypassed lower-level employees and went straight to CMOs, CEOs, and Founders, ensuring faster decision-making and shorter sales cycles.
4. Leveraging Case Studies for Social Proof: we positioned Firecracker PR’s existing client results as proof of success, making outreach more compelling and increasing credibility.
5. Count-Based Marketing (ABM) Strategy: we built a multi-touchpoint strategy across cold email, SMS follow-ups, and LinkedIn, ensuring consistent engagement and follow-ups.
6. Immediate Response for Higher Conversions: we implemented a rapid response system, replying within 2–5 minutes to maximize booked meetings and keep prospects engaged.

Background

Established in 1978, Cumberland Marketing has built a formidable reputation as a digital and creative agency, primarily through referrals, achieving the $1M/year revenue mark. However, this referral-based growth model led to unpredictable expansion and network exhaustion. Recognizing the need for a more sustainable approach, their VP of Sales/Marketing, Tori, sought our expertise to build a consistent sales pipeline.

Challenges

Cumberland Marketing faced a perfect storm of growth obstacles despite their long-standing industry presence. Their over-reliance on referrals resulted in sporadic revenue streams and an alarmingly dry sales pipeline. The agency struggled to initiate effective outbound strategies, lacking both the know-how and the systems to support such efforts. Most critically, their attempts to close deals from non-referral sources consistently fell short, leaving them trapped in a cycle of referral dependency and unable to scale predictably.

Solution

We implemented a multi-faceted strategy to revitalize Cumberland’s lead generation and sales process:

• Targeted lookalike companies to those they had successfully worked with, ensuring a high degree of relevance and increasing the likelihood of engagement.
• Deployed an email infrastructure capable of reaching 500 nonprofits daily, focusing on organizations mirroring their ideal client profile.
• Leveraged Cumberland’s extensive portfolio and industry recognition to craft authority-building outreach, significantly boosting response rates.
• Developed results-driven copy that spoke directly to the unique pain points of nonprofit organizations, identified through AI-powered market research.
• Reconstructed their sales process from the ground up, providing intensive 1-on-1 coaching with Tori for 3 hours weekly over a month to ensure seamless implementation and adoption of new outbound strategies.

This comprehensive approach not only filled their pipeline but also equipped Cumberland with the tools and knowledge to sustain growth independently.

Background

Evolve Healthcare Marketing is an established marketing agency focused on working with specialty practices. 

Even though they’ve been established for 15 years, they were struggling to scale continuously. They’ve tried a cold email program, but it led to Peter, their founder, doing all the work, which led to no time working on the business.

Challenges

Despite 15 years of industry expertise, Evolve Healthcare faced significant growth barriers with their $6-8k/month service offering. Their heavy reliance on referrals and partnerships created unpredictable revenue cycles, while attempts at implementing outbound programs left their founder Peter overwhelmed – splitting time between client work and business development proved unsustainable. A previous attempt at establishing an in-house cold email program failed as the operational demands consumed valuable leadership bandwidth, preventing strategic focus on scaling the business

Solution

We only booked 21 meetings in the 3 months, but we went for quality over quantity for them. We implemented a high-volume email infrastructure capable of reaching 4,000+ contacts weekly and integrated SMS outreach to engage decision-makers who don’t typically respond to email. Lead targeting was refined to focus on multi-location practices generating $2M+ annually and actively hiring marketing managers—signaling immediate need. Using AI-driven market research, we crafted personalized messaging that addressed their most pressing pain points and created a highly relevant offer tailored to their needs.

Background

Salesgenomics is a forbes-featured digital marketing agency. They offer media buying,CRO, email marketing and UGC creatives to mid size e-commerce brands.

They tried 5 different lead gen companies that were bringing in leads, but they weren’t budget qualified so they were paying for leads, but not closing any deals.

Challenges

They were struggling with poor-quality leads from multiple lead gen providers, often receiving unqualified prospects with no budget. Relying on referrals led to unpredictable revenue, and they lacked a system to consistently close high-ticket deals in the $3K-$5K/month range.

They also tried bringing it in-house but didn’t have systems or time to make it sustainable.

Solution

We built a high-volume email infrastructure, reaching at least 4,000 contacts per week, and integrated SMS outreach to connect directly with key decision-makers. Targeting was refined by employee headcount and revenue, ensuring outreach only to brands generating $2M+/year. We also focused on DTC brands experiencing a decline in traffic, created a highly relevant offer tailored to their market, and used AI-driven market research to craft copy that highlighted their biggest pain points.

Background

Hyperzon is a well-established Amazon marketing agency specializing in helping e-commerce brands scale their presence and increase sales on Amazon. While they had success through inbound content marketing, their leads were inconsistent, making it difficult to predict revenue and scale sustainably.

Having tried lead generation agencies before, they had been burned by poor targeting, low-quality leads, and unreliable systems. They needed a consistent way to bring in high-intent clients who were ready to invest in Amazon marketing—especially since their co-founder, Hristo, was skilled in sales but lacked a steady pipeline of leads to close.

Challenges

• Burned by previous lead gen agencies – They had invested in outbound before, but results were disappointing.
• Inconsistent inbound leads – While content marketing brought in some leads, it wasn’t predictable or scalable.
• Needed a reliable deal flow – With a strong closer in Hristo, the missing piece was a steady pipeline of high-quality, pre-qualified leads.

“We didn’t want to waste time on unqualified leads or agencies that overpromised and underdelivered. We needed a system that worked.”

Approach

1. Hyper-Targeted Cold Email Campaigns
   • We segmented the market into two high-intent categories:
   1️⃣ Companies looking to add Amazon as a new revenue channel
   2️⃣ Existing Amazon sellers experiencing a decline in performance
   • By tailoring outreach messaging to each segment, we increased engagement and response rates.
2. Multi-Channel Outreach Strategy
   • Cold email + SMS follow-ups ensured leads saw and responded to messages.
   • Personalization based on real-time market signals (e.g., Amazon ranking drops) improved conversion rates.
3. Offer Positioning & Messaging Optimization
   • Reworked Hyperzon’s outbound messaging to focus on solving specific pain points (e.g., “recover lost Amazon revenue” vs. “Amazon marketing services”).
   • A/B tested multiple offers to refine the highest-converting message.
4. Hands-Off Lead Generation & Appointment Setting
   • Managed everything from prospecting to appointment booking—Haristo only had to show up and close.
   • Pre-qualified every lead before booking a meeting, ensuring high conversion rates.
5. Continuous Optimization for Maximum ROI
   • Weekly campaign performance reviews to double down on winning angles.
   • Adjusted messaging and audience targeting based on real-time data.

Background

DreamLabs Agency, established in 2020, is a prominent advertising firm specializing in e-commerce brand growth. Under the leadership of Blake Pinsker and Torii Rowe, they’ve helped dozens of companies scale to 8-9 figures. Blake has been featured in multiple podcasts, sharing insights into effective marketing strategies. 

Challenges

• Despite DreamLabs with their reputation, leads started to dry up and they couldn’t rely on referrals/inbound.
• Failed Lead Gen Partnerships – They worked with another lead gen agency for 4-6 months, but the leads weren’t qualified and didn’t have the budget to work with DreamLabs.
• No Predictable Growth – Without a steady pipeline of high-quality leads, scaling became inconsistent and unpredictable.

Approach

2. Hyper-Personalized Email & SMS Outreach – Instead of mass outreach, we focused on quality-over-quantity, sending fewer but highly targeted messages.

1. Targeting Bigger, More Qualified Clients – We pre-qualified leads by going after brands with high website traffic that were already running ads and actively scaling.

3. Leveraging Blake’s Reputation & Case Studies – We used Blake’s credibility in e-commerce and past success stories to make outreach more compelling.

4. Creating Offers Tailored for Big Brands – Instead of generic guarantees, we built custom offers that spoke directly to the needs of larger e-commerce companies.

5. Going Straight to the CEO – We skipped lower-level employees and went directly to CEOs, Founders, and CMOs, ensuring faster sales cycles and better-quality leads. 6. Rapid Response System for Higher Conversions – We implemented an automated system to respond to interested leads within 2-5 minutes, maximizing booked calls.

Background

T-Rex Agency, a successful international digital marketing firm, aimed to expand into the U.S. market but faced significant hurdles after a disappointing experience with a previous lead generation agency that failed to deliver results. Their urgent need to establish a U.S. presence required a strategic approach that would yield quick wins while building long-term sustainability.

Challenges

T-Rex Agency faced a complex market entry situation that demanded immediate attention. Their previous investment in lead generation services had yielded zero results, creating both financial strain and skepticism about outbound strategies. Breaking into the competitive U.S. market required overcoming not just geographical barriers but also rebuilding confidence in lead generation as a viable growth channel. The pressure to start closing deals quickly while maintaining high-quality standards created a challenging balance.

Solution

We implemented a precision-focused strategy that prioritized quality over quantity:

• Deployed a targeted email and SMS infrastructure reaching 500 qualified prospects daily
• Filtered leads to specifically target residential service companies showing measurable traffic decline
• Developed a hyper-specific offer structure with clear ROI guarantees
• Created comprehensive pre-call nurture assets to boost conversion rates
• Implemented a multi-touch outreach sequence with automated follow-ups to nurture positive leads.

Background

Ad Caffeine, a performance marketing agency specializing in paid advertising and funnel optimization, had built a strong foundation through strategic partnerships. Despite their expertise in paid media, they found themselves unable to leverage their own marketing channels effectively for sustainable growth.

Challenges

Ad Caffeine was caught in a growth paradox despite their paid advertising expertise. Their reliance on partnerships created unpredictable revenue patterns, while their own attempts at paid advertising proved prohibitively expensive for client acquisition. The absence of a reliable lead generation system left them vulnerable to market fluctuations, and their internal efforts to establish consistent growth channels had repeatedly fallen short, creating a pressing need for a more sustainable approach to business development.

They also tried with another lead gen agency but was burnt with a made up “guarantee”

Approach

We implemented a comprehensive outreach strategy that transformed their lead generation:

1. Established a robust email and SMS infrastructure capable of delivering 750 personalized touches daily
2. Deployed AI-powered market research to identify and target specific pain points within their target market
3. Created highly relevant offers tailored to recently funded companies actively seeking scaling solutions
4. Implemented a data-driven targeting system focusing on companies with immediate marketing needs and available budget
5. Built a multi-channel nurture sequence that highlighted Ad Caffeine’s unique value proposition and past successes